Net worth update per
This is crazy's #13 net worth update. Please check out my profile here for more information. As of , my net worth increased to GBP 1,063,500 and my FI portfolio increased to GBP 870,500
Net worth
GBP 1,063,500
Since the last update on my net worth has increased with GBP 47,100 (+ 4.63 %).
FI portfolio
GBP 870,500
Since the last update on my FI portfolio has increased with GBP 50,500 (+ 6.16 %).
The per-day change in net worth between the reported periods are shown in the plot below.
And the development and changes between each net worth reporting is shown in the tables below.
The changes for each asset class is shown in the table below. All numbers are in GBP.
I am now 46.1% on my way to achive my FIRE target of GBP 1,888,888. This is 2.7 percentage points closer, compared to the last net worth update.
GBP 870,500 FIRE target: GBP 1,888,888
FI portfolio
My FI portfolio now consists of GBP 188,000 (21.6%) in investments, GBP 225,000 (25.8%) in retirement accounts, and GBP 457,500 (52.6%) in cash.
Since my last update, my investments increased with GBP 16,000 (9.3%).
Since my last update, my retirement accounts increased with GBP 30,000 (15.38%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 2,901 for the rest of my life.
Monthly SWR amount
Retire today with (GBP)
When can I retire?
FI date
My age
40
I am currently aiming to save/invest
approximately GBP
2,500
each month.
Assuming an annual return of
5% on my investments and my retirement accounts, I
aim to reach my FIRE target
of GBP 1,888,888
in 12 years and 5 months,
in , and at that time I will be
40 years old.
By that time I will have invested/saved
another GBP 380,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
638,388